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Simple, High‑Value Goal Tracker for Quicken Mac

J. Holmes

Considering I largely use Quicken to manage my finances, it would be helpful to have a simple feature for tracking financial goals—something basic at first, with fields like Goal, Target Achievement Date, and Notes. For example: Eliminate mortgage by June 1, 2033.

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Quicken Mac

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Comments

Quicken Kristina

Hello @J. Holmes,

Thank you for coming to the Community to share your feedback! To clarify, is what you're looking for similar to the Savings Goal feature in Quicken for Windows? For information on that feature, please see this help article: https://info.quicken.com/win/about-savings-goals

If that is what you're looking for, then there is an existing Idea requesting that functionality:

https://community.quicken.com/discussion/7333033/qmac-savings-goals-111-legacy-merged-votes

If it's something you'd like to see added, please add your vote and a comment!

Thank you!

J. Holmes

Thanks for the response, Quicken Kristina. The savings‑goals feature is one part of what I’m looking for, but there’s an additional ask. After meeting with my financial advisor, we typically define several personal goals—some are savings‑related, others are not.

For example, I’m currently tracking goals like these in Numbers:

Since I rely on Quicken to support these goals, it would be ideal to embed them directly within the application rather than managing them separately.